Wellington Shields & Co’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
18,411
+1,595
| +9% | +$226K | 0.74% | 30 |
|
|
2025
Q1 | $2.3M | Buy |
16,816
+1,210
| +8% | +$166K | 0.72% | 31 |
|
|
2024
Q4 | $2.58M | Buy |
15,606
+41
| +0.3% | +$6.77K | 0.79% | 26 |
|
|
2024
Q3 | $1.94M | Buy |
15,565
+731
| +5% | +$91.3K | 0.59% | 33 |
|
|
2024
Q2 | $1.75M | Buy |
14,834
+3,763
| +34% | +$444K | 0.57% | 36 |
|
|
2024
Q1 | $1.24M | Buy |
11,071
+1,514
| +16% | +$170K | 0.42% | 54 |
|
|
2023
Q4 | $891K | Hold |
9,557
| – | – | 0.33% | 72 |
|
|
2023
Q3 | $858K | Hold |
9,557
| – | – | 0.21% | 69 |
|
|
2023
Q2 | $734K | Hold |
9,557
| – | – | 0.17% | 87 |
|
|
2023
Q1 | $604K | Hold |
9,557
| – | – | 0.14% | 104 |
|
|
2022
Q4 | $610K | Buy |
9,557
+100
| +1% | +$6.38K | 0.14% | 100 |
|
|
2022
Q3 | $440K | Sell |
9,457
-100
| -1% | -$4.65K | 0.19% | 118 |
|
|
2022
Q2 | $463K | Buy |
9,557
+259
| +3% | +$12.5K | 0.11% | 111 |
|
|
2022
Q1 | $576K | Buy |
9,298
+2,594
| +39% | +$161K | 0.19% | 112 |
|
|
2021
Q4 | $486K | Buy |
6,704
+314
| +5% | +$22.8K | 0.1% | 128 |
|
|
2021
Q3 | $394K | Sell |
6,390
-240
| -4% | -$14.8K | 0.14% | 129 |
|
|
2021
Q2 | $412K | Hold |
6,630
| – | – | 0.14% | 124 |
|
|
2021
Q1 | $312K | Buy |
6,630
+155
| +2% | +$7.29K | 0.11% | 141 |
|
|
2020
Q4 | $317K | Hold |
6,475
| – | – | 0.11% | 132 |
|
|
2020
Q3 | $290K | Buy |
6,475
+700
| +12% | +$31.4K | 0.12% | 129 |
|
|
2020
Q2 | $288K | Sell |
5,775
-900
| -13% | -$44.9K | 0.13% | 129 |
|
|
2020
Q1 | $224K | Buy |
6,675
+400
| +6% | +$13.4K | 0.12% | 133 |
|
|
2019
Q4 | $299K | Sell |
6,275
-12,725
| -67% | -$606K | 0.13% | 135 |
|
|
2019
Q3 | $719K | Buy |
+19,000
| New | +$719K | 1.11% | 32 |
|